Jon Anderson

Since beginning his career in the retirement plan industry in 2008, Jon has been empowering advisors and plan sponsors with retirement plan solutions that meet their objectives. He has dedicated his career to developing expertise in crafting strategic plan designs that not only secure talent, but also pave the way for successful retirement outcomes for employees. Jon’s dual expertise in recordkeeping and advisory services make him uniquely equipped to offer a comprehensive perspective for achieving diverse retirement plan objectives. Jon currently holds a Certified Plan Financial Advisor (CPFA) designation and continues to seek to expand his education in the retirement plan industry.

Apart from his professional endeavors, Jon is an avid Chicago sports fan and remains a staunch supporter of the Wisconsin Badgers, proudly supporting his alma mater’s athletic programs. His zest for life extends to the greens and trails where he enjoys golfing and hiking. He also loves traveling with his wife and best friend, Sylvia, discovering new exciting adventures along the way. Connect with Jon for a consultation that blends professional acumen with a personal passion for success—both on and off the field.